Filed January 5, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $359,725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,900 | $115,744+21.7% | $100,391+40.4% | $199,593-29.4% |
| Participation rate | 98.9% | 85.7%+13.2pp | 81.5%+17.4pp | 72.0%+26.9pp |
| Annual return | 19.40% | 17.79%+1.6pp | 49.20%-29.8pp | 34.25%-14.9pp |
| Employer contribution / active EE | $9,321 | $3,657+154.8% | $3,942+136.5% | $3,034+207.2% |
| Participant deferral / active EE | $17,373 | $9,844+76.5% | $8,082+115.0% | $5,087+241.5% |
| Admin fee / account holder | $75 | $93-19.7% | $7,899-99.1% | $269-72.2% |